Investment Counsel for Individuals

To meet the many requests from individuals seeking objective, professional investment counsel, we have created HFW Compass* Personal Wealth Management Solutions and Service so that we may provide the same professional  investment counsel to individuals and their families that we have been providing to businesses and institutions since 1934.


*Through an agreement with Charles Schwab Investments, HFW provides client account administration and additional services complementary to HFW’s own resources and capabilities.  This is accomplished by means of HFW’s access to the Schwab Institutional Alliance platform, a secure private network connected system offering an integrated analysis, trading and reporting platform.